Triad Advisors, Inc. Partners with Prestige Wealth Management Group
NORCROSS, Ga.--()--Triad Advisors, Inc., a subsidiary of Ladenburg Thalmann Financial Services Inc. (AMEX: LTS), announced today that New Jersey-based, Prestige Wealth Management Group has joined Triad as an independent branch office.
“Triad’s relationship with the top investment banking, asset management and trust service firms of Ladenburg Thalmann will help us meet the needs of our high net worth clients”
Formerly with LPL Financial, Prestige Wealth Management Group provides comprehensive wealth management advice to more than 400 client families with approximately $615 million in client assets. The company’s management team has more than 70 years of combined experience.
“Triad’s relationship with the top investment banking, asset management and trust service firms of Ladenburg Thalmann will help us meet the needs of our high net worth clients,” said Roy Williams, ChFC, who co-founded Prestige Wealth Management Group with Steven Linden, CPA/PFS, in 1994.
“We are thrilled to have Prestige Wealth Management join Triad Advisors and the Ladenburg family. We look forward to helping Roy and Steve continue to serve their clients and build their business,” said Mark Mettelman, President and CEO of Triad.
About Triad Advisors:
Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE Amex:LTS), is an independent broker/dealer and Registered Investment Advisor headquartered in Norcross, GA. Triad offers a broad menu of products, services and total wealth management solutions to independent financial advisors located throughout the country. The advisors affiliated with Triad are dedicated to providing superior service and objective financial advice in order to help their clients achieve their financial goals. As the broker/dealer, Triad provides back office solutions to support advisors in all aspects of their practice, including customer service, account processing, compliance, products and technology. Since its inception in 1998, Triad has been one of the fastest growing broker/dealers in the industry recognized in numerous industry publications. For more information, please visit www.triad-advisors.com.
About Prestige Wealth Management Group:
Founded in 1994, Prestige Wealth Management Group was created with the goal of assisting their clients in every aspect of their financial lives. PWM provides financial advice for people who want to protect and grow their assets in language that is easy to understand. PWM has 16 employees including wealth managers with over 70 years of combined experience and a staff of experienced professionals counting CFPs, ChFCs, CRPCs and CPAs with a “hands on” approach to financial guidance. PWM provides comprehensive wealth management advice to over 400 families. For more information, please visit www.prestigewmg.com.